Learn

Search

Siefores administered by SURA get Silver Morningstar Analyst Ranking

08 October 2018SURA AM

The Siefores managed by Afore SURA in Mexico were the only ones to obtain a Silver Morningstar Analyst Ranking, the highest granted this year. "A top-tier investment team makes this Afore attractive," Morningstar analysts said in the report.

The Analyst Classification has a scale of five levels, from gold to negative. The first three ratings: gold, silver and bronze, indicate that analysts have a positive outlook on a Siefore. The difference between them is in the level of conviction of the analyst on Siefores' ability to outperform its competitors and / or relevant reference over time, considering the level of risk.

Morningstar upgraded the Siefores classification of Afore SURA from bronze to silver for its complete investment process. According to the report published by the analysts, "the savers in these Siefores benefit from the fact that SURA has more resources than many other Afores and a robust investment process that makes full use of the extensive set of investment tools approved by Consar".

To award this rating, Morningstar applied an exhaustive evaluation of five fundamental pillars for the superior performance of an investment strategy: personnel, process, administrator, performance and price.

Afore SURA reiterates its commitment to its more than 7 million clients to protect and always seek the best yields that allow them to build a better retirement. In addition, it clarifies that the Morningstar Analyst Classification is subjective and should not be used as the sole basis for investment decisions. Also, remember that it is not a guarantee nor should it be considered an assessment of the credit worthiness of a fund or of the underlying securities of a fund.